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Product /Administration & AI
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Administration & AI

Grant precise access per role with permission groups, collaborate safely with external partners, and use an AI assistant that actually drives the UI β€” all within each user's permissions.

Permission groups

Per role, set four operations on every feature

Tick view/create/edit/delete per feature in a matrix; enforced globally, with menus auto-filtered by permission.

  • Crystal-clear who can see and do what
  • Administrator has full access
Permission group Β· Sales rep
FeatureViewCreateEditDelete
Customersβœ“βœ“βœ“βœ“
Quotationsβœ“βœ“βœ“βœ“
Receivablesβœ“βœ“βœ“βœ“
Payrollβœ“βœ“βœ“βœ“
πŸ€– AI assistant
Add a customer "John Doe"
Sure β€” I'll open the new-customer form and fill it in.
About to run
1Navigate to Customers
2Open "New customer"
3Set Name = John Doe
Filled in β€” review and hit Save.
AI assistant

Just say it β€” it operates the screen for you

Floating on every screen, it navigates, opens forms and fills fields; it confirms before submitting and acts only within your permissions.

  • Understands the whole system
  • Out-of-permission actions are blocked

All features

01

Users

Manage internal accounts.

  • Fields: username, display name, linked employee, permission group, active, force password change, initial password.
  • Reset passwords and disable accounts.
02

Permission groups

Role-based, fine-grained operation permissions per feature.

  • Matrix of view / create / edit / delete per feature.
  • Globally enforced; menus auto-filter by permission; Administrator has full access.
03

External users

Bring contractors and clients in safely.

  • Create external accounts scoped to projects; they use only authorized workspaces and can't add/remove projects.
  • External permission groups control 14 features Γ— CRUD; tabs hidden on the front, enforced on the back.
Links to: Projects
04

AI assistant

A floating, action-taking assistant on every screen.

  • Knows the whole system; navigates, opens forms and fills fields on command.
  • Confirms before submitting, and acts only within your permissions.
AI: drives the UI
05

AI settings

Manage AI parameters and knowledge documents.

  • Configure Gemini parameters and edit the capability and rules documents.
06

System settings

System-level settings for admins only.

  • File storage (local / SharePoint) switch, session timeout and more.

Delegate with confidence

Start free and set up your first permission group.

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